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Brookfield
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Overview Fund Activity

801 hedge funds and large institutions have $52.5B invested in Brookfield in 2025 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 279 increasing their positions, 269 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
801
Holders Change
-12
Holders Change %
-1.48%
% of All Funds
10.88%
Holding in Top 10
65
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-2.99%
% of All Funds
0.88%
New
74
Increased
279
Reduced
269
Closed
69
Calls
$85.7M
Puts
$30.4M
Net Calls
+$55.3M
Net Calls Change
-$440K

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$331M
2
PSCM
Pershing Square Capital Management
New York
+$320M
3
Goldman Sachs
Goldman Sachs
New York
+$183M
4
ROTUOC
Regents of the University of California
California
+$173M
5
Bank of America
Bank of America
North Carolina
+$77.8M

Top Sellers

1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$300M
2
Select Equity Group
Select Equity Group
New York
-$223M
3
Charles Schwab
Charles Schwab
California
-$218M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$170M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$150M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
176
Rockefeller Capital Management
New York
$10.2M +$182K +3,482 +2%
Northwestern Mutual Wealth Management
177
Northwestern Mutual Wealth Management
Wisconsin
$10M -$896K -17,095 -8%
ACH
178
ArrowMark Colorado Holdings
Colorado
$10M – – –
AC
179
AMS Capital
Brazil
$9.99M +$4.95M +94,557 +98%
BP
180
BNP Paribas
France
$9.92M -$136K -2,600 -1%
Brown Advisory
181
Brown Advisory
Maryland
$9.62M +$687K +13,103 +8%
LKIM
182
Lawson Kroeker Investment Management
Nebraska
$9.53M -$566K -10,797 -6%
Mariner
183
Mariner
Kansas
$9.44M -$340K -6,483 -3%
PNC Financial Services Group
184
PNC Financial Services Group
Pennsylvania
$9.33M +$664K +12,666 +8%
KMC
185
Kirr Marbach & Co
Indiana
$9.26M +$66.2K +1,263 +0.7%
TCC
186
Trans-Canada Capital
Quebec, Canada
$9.22M +$9.22M +176,000 New
HighTower Advisors
187
HighTower Advisors
Illinois
$9.06M -$813K -15,517 -8%
SAM
188
Silvercrest Asset Management
New York
$9.05M +$22.1K +421 +0.2%
ACM
189
Adalta Capital Management
New York
$9.05M -$51.1K -975 -0.6%
URS
190
Utah Retirement Systems
Utah
$8.7M – – –
EIM
191
Ervin Investment Management
Washington
$8.57M +$105K +1,995 +1%
PCIG
192
Partners Capital Investment Group
Massachusetts
$8.56M +$4.02M +76,740 +89%
TCCM
193
Timber Creek Capital Management
Massachusetts
$8.49M +$441K +8,414 +5%
BZWA
194
Blue Zone Wealth Advisors
California
$8.31M +$681K +12,989 +9%
MCM
195
Moerus Capital Management
New York
$8.24M – – –
PI
196
Parkside Investments
Illinois
$8.08M -$2.44M -46,629 -23%
Grantham, Mayo, Van Otterloo & Co (GMO)
197
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$8.04M -$13.5M -258,620 -63%
Baird Financial Group
198
Baird Financial Group
Wisconsin
$7.97M -$39.1K -746 -0.5%
FFA
199
First Foundation Advisors
California
$7.8M -$1.19M -22,710 -13%
CI
200
Capital International
California
$7.74M +$1.59M +30,296 +26%
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